Use T.I.P.S. to prepare a relevant business-development sequence from your Desk and business context, then review every step before launching. AI drafts are a starting point; they do not establish that a claim is true or that a recipient has agreed to contact.

Download prompt companion — practical review and workflow guidance. Use the live Campaigns and Credits & Plans pages for current controls and costs.

What T.I.P.S. is for

The framework helps connect a real trigger to a relevant business problem, credible evidence and a clear next step. Use a current reason for reaching out, explain why it might matter to this buyer, and support your offer with results you can substantiate. Do not invent customer names, metrics, hiring activity or urgency to complete a draft.

Choose the framework and touch count

Open campaign creation, select the relevant Desk and business context, choose an AI build mode and select TIPS. Use Touches to choose three to seven emails. Three is the new-draft default. Explicit longer sequences remain available.

New three-touch drafts target cumulative days 0, 3 and 7, storing gaps 0, 3 and 4. The explicit seven-touch option targets days 0, 3, 5, 12, 15, 18 and 21, with a new thread at the fourth touch. Text-only regeneration preserves saved counts, variants, gaps and threads. Review the cadence shown on the Create screen and the saved delays before launch. Actual sending also follows your campaign's working days, hours, timezone, inbox limits and queue state.

Choose Freeform when you want a flexible sequence, or Float when marketing a specific candidate. Linking a Reverse Market Profile suggests Float, but you can choose a different framework. See Float Campaigns for candidate disclosure and anonymised-profile review.

Copy checks

Keep each body below 100 visible words including authored greeting and sign-off; first touch targets 40–70 words. Subjects stay below 30 characters. Preview distinguishes template estimates from recipient renders and explains the new complete-sentence opener's evidence or neutral fallback. Checks are advisory; no automatic paid rewrite is triggered.

Build and review

  1. Check the Desk's target buyers and market, and your business context's offer and terms. Clear source information makes the draft easier to verify.
  2. Generate the sequence and review the displayed result. If generation fails or is interrupted, check status and any credit outcome before starting again.
  3. Read subjects, bodies, delays and thread starts. Correct unsupported claims, unsuitable tone, irrelevant proof and unnecessary personal information.
  4. Edit individual lines or use the AI refinement controls. Re-read the changed steps; a refinement request does not approve the resulting copy for sending.
  5. If using variants, review every version. A good first variant does not establish that the others are ready.

Personalisation and previews

Use supported merge variables for saved contact and company details. The per-contact preview shows the resolved message; switch between template and resolved views and check several recipients before enrolling a list.

A missing field or signal needs review. Do not assume that every contact has a current company, relevant job signal or usable email. Conditional content can omit an unavailable trigger, but that does not make the rest of the message relevant automatically. The Campaigns guide lists supported variable syntax.

Launch and monitor

  1. Select your connected sending inboxes, daily limit, working days, hours and timezone.
  2. Enrol the intended recipients and check suppression, email validity and the final previews.
  3. Review and launch the campaign. Creating or generating a draft does not launch it.
  4. Monitor delivery, bounces and replies. A reply pauses further sequence messages for that recipient; take over the conversation from Inbox.
  5. Pause the campaign when its audience, claims or timing need another review. Review queued work before resuming.

Limits and related help

Sending limits, account access, verification requirements and credit costs still apply. Read the action's cost before generating or enriching; existing mailbox reputation and provider restrictions affect delivery. No framework guarantees opens, replies or inbox placement.

Campaigns · Mailbox Warm-Up · Inbox · Outreach Templates